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JPMorgan Chase

5,044 hedge funds and large institutions have $572B invested in JPMorgan Chase in 2026 Q1 according to their latest regulatory filings, with 204 funds opening new positions, 2,111 increasing their positions, 2,271 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

11% less capital invested

Capital invested by funds: $640B → $572B (-$67.4B)

16% less funds holding in top 10

Funds holding in top 10: 938792 (-146)

25% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.8B

Holders
5,044
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
792
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.1B
Puts
$10.8B
Net Calls
Net Calls Change

Top Buyers

1 +$2.85B
2 +$2.71B
3 +$1.66B
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$922M
5
Two Sigma Investments
Two Sigma Investments
New York
+$884M

Top Sellers

1 -$4.26B
2 -$2.99B
3 -$1.99B
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.29B
5
BlackRock
BlackRock
New York
-$1.02B
Name Holding Trade Value Shares
Change
Change in
Stake
TP
4376
Trailhead Planners
Minnesota
$425K
OWA
4377
OakTrust Wealth Advisors
Connecticut
$424K
HKAM
4378
Horizon Kinetics Asset Management
New York
$423K
EMCIP
4379
Ewing Morris & Co Investment Partners
Ontario, Canada
$422K
RH
4380
RFG Holdings
Texas
$422K
FSCM
4381
Front Street Capital Management
Montana
$422K
SFC
4382
Strategic Financial Concepts
Texas
$421K
WG
4383
Warner Group
Connecticut
$421K
KLI
4384
Kelman-Lazarov Inc
Tennessee
$421K
SPFA
4385
Summit Place Financial Advisors
New Jersey
$421K
PTCG
4386
Pring Turner Capital Group
California
$421K
DWM
4387
DeLarme Wealth Management
California
$420K
NEPPG
4388
New England Professional Planning Group
Rhode Island
$420K
WN
4389
Williams & Novak
California
$419K
VIP
4390
Value Investment Professionals
New York
$418K
GFP
4391
Guardian Financial Partners
California
$418K
PFP
4392
Paragon Financial Partners
California
$418K
EFA
4393
Englebert Financial Advisers
Pennsylvania
$418K
MRI
4394
Mad River Investors
Massachusetts
$417K
LFS
4395
Lutz Financial Services
Nebraska
$417K
TFP
4396
Triune Financial Partners
Kansas
$416K
AL
4397
ADE LLC
Maryland
$416K
RA
4398
Resolute Advisors
California
$416K
IWN
4399
Independent Wealth Network
Iowa
$415K
MWM
4400
MOR Wealth Management
Pennsylvania
$414K